Are we set to repeat 2000 or 2008 is an important markets question? Equity indices sold off at both of those points, but for distinctly different reason. The Dispatch sees a higher probability that we are facing a set up like the year 2000, where a subset of stocks became overvalued. The unwind of the […]
Bitcoin El Salvador
Energy Policy and Future Supply Crunch
This week’s focus is energy policy and how it contributes to energy supply crunch. Simply put, we are attempting the clean energy transition by vilifying traditional sources of energy. This is leading to underinvestment that is likely to cause sustained higher prices to consumers. Despite The Dispatch wanting a cleaner, lower carbon future, it has […]
Ethereum blockchain split highlights technology risk
Dispatch #28 – 2021 September 3rd, 2021 Hope everyone is enjoying the last few weeks of summer. The weather on the East Coast is particularly nice this weekend, even if some areas are recovering from Ida’s aftermath. The lead story is the Ethereum blockchain split a week ago, but it’s been lightly discussed because […]
Bitcoin ransom recovery, legal tender in El Salvador & Bitcoin is truly decentralized
Dispatch #19 -2021 June 11th, 2021 This week the Dispatch will dive deep into three stories, as they are nuanced subjects that require a thorough analysis. We start with the Colonial Pipeline bitcoin ransom payment and recovery, which saw the narrative flip quickly: It went from Bitcoin enables malicious actors to the Bitcoin blockchain is […]